$VRT · 海外大V持仓追踪

$VRT 现在是什么情况？

最近有人说了 $VRT 什么？

下面是最近 8 条提及 $VRT 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-05-09中性原文
  @Leo66Gao Yeah TWSE: 3324, TWSE: 3017, TWSE: 8996, TWSE: 2308, $VRT, and others were the ones I flagged. But I wanted to do more DD today, just in case the $NVDA architecture changes might have designed or two out.
  查看原帖 →
• 2026-04-22看多原文
  $NVDA actively pushing to 800V, and today was a pretty big signal. "On April 22, 2026, NVIDIA has initiated discussions with major South Korean power equipment companies to explore designing DC infra based on an approximately 800V direct current (DC) system" Previous named Nvidia partners include: Infineon, $TXN, $STM, $NVTS, Delta, Flex, $ETN, Schneider, and $VRT. It's been known they're been pushing for this but... looks like Nvidia is really driving it. Personally very small exposure to $NVTS since they're they have a high exposure for SiC/GaN ICs for 800V DCs. I know others really liked $VICR for exposure.
  查看原帖 →
• 2026-03-14看多
  这消息相当令人心碎： $META 裁员 20% $ORCL 裁员 $AMZN 长期裁员 600,000 名员工，因为他们被机器人和 AI 取代。 这是一个反乌托邦的未来。 公司最终在没有人力劳动成本的情况下，获得创纪录利润。 唯一受益的方式： 投资 AI 作为对冲。 未来几年感觉像是逃离由 AI 替代造成的永久底层阶级的主要方式。 由 AI 带来的股本回报将流向股东。 而那些靠薪水度日、没有投资股票的人之间的差距，将继续扩大。 这不是未来。 - Opus 4.6 如今已经足够好，可以取代大多数软件工程师。 - Waymo 如今已经开始在 SF 等地取代出租车司机。 - 我们知道 $TSLA 人形机器人接下来会到来，因为它们如今已在中国广泛普及。 这一切正在发生。 伊朗的扰动只会对加速中的 AI 建设造成暂时影响。 AI 已经到达拐点，看起来不可避免。 你已经看到美国就业数据修正下调接近 1 Million，这是惊人的。 而且我们正在看到最新的 LLMs 由它们之前的模型构建，因为 AI 正在接近奇点（AI 主导的递归增长）。 投资于运行 AI 所需的算力和硬件所在领域： 来自数据中心/电力/电网板块： $NBIS, $XLU, $VRT, $BE AI 扩展所需的光子学板块： $LITE, $COHR, $AAOI, $TSEM 芯片所需的半导体板块： $NVDA, $TSM, $ASML, $INTC 芯片的内存板块： $MU, $SNDK, SK Hynix, Samsung 用于 hyperscaler AI 推理的 ASICs： $AVGO, $MRVL, Mediatek 确保芯片正常工作的良率板块： $TER, $AEHR, Advantest 以及 AI 所需的原材料或基板： $AXTI, $COPX, $SOI 以及许多其他领域，将成为对冲大规模 AI 替代的唯一、最大工具。 谁拥有算力的生产资料（瓶颈、材料、数据中心）： 谁就拥有 AI 的未来。
  查看原帖 →
• 2026-03-14中性原文
  I realized by the amount of bookmarks. I lowkey dropped a banger ETF? AI Displacement Equal Weighted YTD: $AXTI: +191.53% $AAOI: +144.47% $SNDK: +140.38% $SOI: +114.3% $LITE: +61.22% $AEHR: +60.97% $BE: +56.56% $VRT: +47.42% Samsung: +42.8% $TER: +37.99% $MU: +35.1% Sk Hynix: +34.42% $NBIS: +25.57% $COHR: +24.92% Mediatek: +17.01% $INTC: +16.23% $ASML: +15.63% Advantest: +11.78% $TSM: +5.85% $COPX: +4.56% $TSEM: +2.44% $MRVL: -1.71% $NVDA: -4.55% $AVGO: -7.32% These are just the first names that came to my head. I own a lot of these personally (and don't own others like $NVDA or $BE ) but included them anyway. But honestly, I'd be happy to equal weight all these names if I weren't actively managing my portfolio concentrations. I expect the AI Displacement ETF to keep rising: As they're the largest beneficiaries of scaling compute and inference for artificial intelligence.
  查看原帖 →
• 2026-03-06中性原文
  @InFoTheLongTerm I expected $VRT today given prediction market odds. $LITE and $COHR together came in as a surprise.
  查看原帖 →
• 2026-02-15看多原文
  OpenAI sent a memo to congress regarding Deepseek distillation: "Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power at scale." Power Delivery - $VRT, $ETN, $PWR, $WMB, $KMI Tier-1 Energy Providers: $CEG, $VST, $TLN, $GEV, $NEE, $BEPC, $D Grid-Energy / Storage - $TSLA, $FLNC, $NRGV, $BE Energy: $TE, $FSLR, $NRG This is a tailwind reiterated for these companies. And there's a second-order tailwind for companies that already secured GW capacity like $IREN, $NBIS, $WULF, and $CIFR. The core issue of the memo was around IP theft and national security issues. But the largest warning about sustaining an advantage was Energy. OpenAI warning Congress that in 2024, China added 429 Gigawatts (GW) of new power capacity, which was more than a third of the entire US grid and more than half of global electricity growth. Without a radical expansion of the American power grid, they believe China’s "brute force" energy buildout will eventually allow them to surpass Western AI capabilities. Photonics, Advanced Packaging, and Memory are three fastest growing bottlenecks right now. However, OpenAI explicitly warned the U.S. government that whoever generates the most power wins the AI race. Their message: Invest in American Energy.
  查看原帖 →
• 2026-02-07看多原文
  Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung, Sk Hynix, $MU HBF - $SNDK, Kioxia Base Die - $TSM, Samsung (internal) CPO/photonics; Glass Substrate: $GLW, $INTC, Ibiden Optical: $LITE, $AVGO, $COHR, $MRVL Power Delivery: Volatage: $MPWR, $VICR Thermal: $VRT, $NVT, $MOD Grid: $ETN, $SBGSY SiC/GaN: $ON, $IFNNY Rack: $APH N2 Volume: $TSM , $AMD (First mover dc), $QLCM, Mediatek, $NVDA Advanced Packaging: Yield: $CAMT, $ONTO, $KLAC OSATs: $AMKR $BESIY, Disco Semivision's summary: 1. "advanced packaging capacity and yield control" 2. "HBM ecosystem coordination" 3. "power delivery innovation (SiC, GaN PMICs, rack-level power architectures)" 4. "CPO/photonics integration capability" 5. "data center infrastructure as a “hidden limiter” to semiconductor revenue realization" As you probably know, I'm probably most bullish on memory/photonics like Sk Hynix/Samsung, $SNDK, $MU, $LITE above. And $TSM. I probably go a bit more upstream like $AXTI for InP precursors, but midstream players are the chokepoint + control most of the pricing. But just added commentary of related companies to topics to make things simpler for the regular retail investor.
  查看原帖 →
• 2026-02-04看多原文
  $GOOGL reported earnings and their CapEX spend was enormous. $175-$185 Billion vs. $120 Billion. This is bullish for AI buildout. Follow the money flow down to: - $AVGO, Mediatek, $TSM (design / foundry) - Sk hynix, Samsung, $MU, $SNDK (memory) - $ANET, $LITE, $COHR, $VRT (network, photonics, energy) etc. as Google said spend was: "primarily on AI infrastructure including servers, data centers and networking" Hyperscalers from $META to $GOOGL are increasing their capex spend enormously. This just goes to show: AI buildout is accelerating and is funded by the most profitable companies in the world. Long AI supply chains.
  查看原帖 →

去哪看 $VRT 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

常见问题

同板块还有哪些个股在被讨论？

$ORCL · $EWY · $ALAB · $VLN · $CRDO · $LPTH · $XLU · $PLTR · $NBIS · $SIVE · $LITE · $AXTI　·　查看全部个股索引 →